Michael Damon
Michael Damon is a registered investment advisor at Eagle Strategies LLC, based in Medway, MA, with 23 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 111,361 clients with $25B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Eagle Strategies offers investment advice through several programs:
- Co-Advisory Program: Eagle's fees range from 0% to 1.25% of your portfolio, in addition to the co-advisor's fees.
- New York Life Premier Advisory Variable Annuity: Eagle's advisory fee ranges from 0% to 1% of the annuity's value during the accumulation phase. This fee does not apply during the annuitization phase.
Location
45 Milford St, Suite 3, Medway, MA, 02053
Get directionsHistory
Regulatory History (5)
Customer Dispute
December 2025Customer Dispute
October 2023Customer Dispute
December 2017Customer Dispute
September 2013Criminal
July 1999Other Business ActivitiesSells Insurance
Michael works as an insurance broker, appointed with outside carriers, and operates under the DBA name of Damon Financial, LLC, selling New York Life products and brokering non-registered insurance products. He also coaches hockey about 10-20% of his time and owns rental property, dedicating a few hours per week to it.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations16 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.